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SVA Wealth Management’s Pinnacle West Capital PNW Stock Holding History

SVA Wealth Management’s Portfolio PNW Stock Details PNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$680K Sell
8,511
-875
-9% -$72.1K 0.06% 142
2020
Q3 		$700K Sell
9,386
-203
-2% -$15.5K 0.07% 134
2020
Q2 		$703K Buy
9,589
+1,181
+14% +$89.2K 0.08% 133
2020
Q1 		$637K Buy
8,408
+3,196
+61% +$290K 0.07% 129
2019
Q4 		$469K Buy
+5,212
New +$470K 0.04% 157

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SVA Wealth Management's PNW Position: Q4 2020 in Review

SVA Wealth Management reduced its Pinnacle West Capital (PNW) stake by 9.3% in Q4 2020, selling an estimated $72.1K and leaving 8,511 shares worth $680K. The position accounts for 0.06% of the portfolio, ranked #142.

SVA Wealth Management first reported a position in PNW in Q4 2019 and has held it in 5 quarters since. The position peaked at $703K in Q2 2020. 526 funds tracked by Wall St. Rank hold PNW as of Q4 2020.

  • SVA Wealth Management held 8,511 shares of Pinnacle West Capital worth $680K as of Q4 2020.
  • SVA Wealth Management sold 875 Pinnacle West Capital shares in Q4 2020, an estimated $72.1K.
  • Pinnacle West Capital made up 0.06% of SVA Wealth Management's portfolio in Q4 2020, its #142 holding.
  • SVA Wealth Management first reported a position in Pinnacle West Capital in Q4 2019 and has held it in 5 quarters since.
  • SVA Wealth Management's Pinnacle West Capital position peaked at $703K in Q2 2020.
  • 526 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.